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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,364 | $54,368-38.6% | $117,039-71.5% | $62,293-46.4% |
| Participation rate | 44.8% | 64.9%-20.1pp | 77.2%-32.4pp | 69.5%-24.7pp |
| Annual return | 11.54% | 21.77%-10.2pp | 18.95%-7.4pp | 28.90%-17.4pp |
| Employer contribution / active EE | $948 | $1,692-43.9% | $3,785-74.9% | $2,042-53.6% |
| Participant deferral / active EE | $994 | $2,269-56.2% | $3,929-74.7% | $3,169-68.6% |
| Admin fee / account holder | $11 | $493-97.9% | $5,974-99.8% | $479-97.8% |